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Dutch Bros
BROS

Overview Fund Activity

186 hedge funds and large institutions have $2.06B invested in Dutch Bros in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 66 increasing their positions, 46 reducing their positions, and 27 closing their positions.

Holders
186
Holders Change
–
Holders Change %
0%
% of All Funds
2.93%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
28
Increased
66
Reduced
46
Closed
27
Calls
$53.8M
Puts
$64.3M
Net Calls
-$10.5M
Net Calls Change
+$12.5M

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$9.76M
2
ClearBridge Investments
2
ClearBridge Investments
New York
$24.7M
3
National Bank of Canada
3
National Bank of Canada
Quebec, Canada
$8.66M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$5.29M
5
Walleye Capital
5
Walleye Capital
New York
$4.61M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$171M
3
Bank of America
3
Bank of America
North Carolina
$14M
4
JC
4
Joho Capital
New York
$0
5
Millennium Management
5
Millennium Management
New York
$575K
Name Market Value Shares Shares
Change 		Shares
Change %
TRCT
176
Tower Research Capital (TRC)
New York
$1.91K 67 -328 -83%
CA
177
Clearstead Advisors
Ohio
$1.57K 55 – –
VWM
178
Venturi Wealth Management
Texas
$1.28K 45 +45 New
RDIA
179
RE Dickinson Investment Advisors
Iowa
$1K 50 – –
MA
180
MCF Advisors
Kentucky
$854 30 +30 New
HS
181
Horan Securities
United States
$842 30 – –
PCFFS
182
Pacific Center for Financial Services
California
$655 23 – –
RG
183
Retirement Group
California
$654 23 – –
CPG
184
Cornerstone Planning Group
New Jersey
$541 19 +19 New
HH
185
HWG Holdings
Texas
$512 18 – –
Franklin Resources
186
Franklin Resources
California
– – -1,129,562 Closed
JC
187
Joho Capital
New York
– – -356,803 Closed
CIC
188
Carnegie Investment Counsel
Ohio
– – -137,260 Closed
SPC
189
Sigma Planning Corp
Michigan
– – -45,677 Closed
Susquehanna International Group
190
Susquehanna International Group
Pennsylvania
– – -40,562 Closed
SI
191
Symmetry Investments
Jersey
– – -38,916 Closed
BCM
192
BlueCrest Capital Management
Jersey
– – -35,663 Closed
HSA
193
Hussman Strategic Advisors
Maryland
– – -31,000 Closed
Nomura Holdings
194
Nomura Holdings
Japan
– – -23,691 Closed
BAM
195
Belpointe Asset Management
Nevada
– – -16,664 Closed
DAS
196
Dynamic Advisor Solutions
Arizona
– – -12,149 Closed
Verition Fund Management
197
Verition Fund Management
Connecticut
– – -9,052 Closed
AWS
198
Atria Wealth Solutions
New York
– – -8,585 Closed
CSS
199
Cubist Systematic Strategies
Connecticut
– – -8,256 Closed
TSS
200
Two Sigma Securities
New York
– – -6,934 Closed
5 6 7
8
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